03-02-2012, 02:12 PM
Yamada's share price has been trading up recently at higher volume than normal. Is there any reason why? One of the better S Chips?
03-02-2012, 02:12 PM
Yamada's share price has been trading up recently at higher volume than normal. Is there any reason why? One of the better S Chips?
03-02-2012, 02:41 PM
Some of the S-chips have been trading up as well - Eratat being one of the examples.
Not only S-chips but other counters are trading up as well. Recent trading days have been relatively more bullish.
11-05-2012, 09:07 AM
(This post was last modified: 11-05-2012, 09:13 AM by Curiousparty.)
Fundamentally, what drives the demand for mushrooms? A quick check on internet shows that there are so many mushroom growers out there and so many retailers too. What is Yamada's value proposition? Will the sector get too crowded?
Could anyone share on the development of the eucalyptus plantations (to produce sawdusts for synthetic logs for cultivation of mushroom) which the company invested some $27mil in Dec 2011. Would this upstream integration strengthen its position? How is the relationship with its distributors? is it exclusive distribution ? 7th Manor, Xian Xian Mian & 7th Element...What are the marketing strategies adopted? Is brand repositioning sustainable in the long run?
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11-05-2012, 09:32 AM
Accounting wise, be ware of the seemingly strong cashflow from the amortization of the biological asset (shiitake mushroom synthetic logs)...
02-06-2012, 09:59 PM
(11-05-2012, 09:07 AM)Curiousparty Wrote: Could anyone share on the development of the eucalyptus plantations (to produce sawdusts for synthetic logs for cultivation of mushroom) which the company invested some $27mil in Dec 2011. Would this upstream integration strengthen its position? Another 1 coming up with heaps of crap! Raise money and said the eucalyptus is going improve the growth yield. Now they tell shldrs that the state refuse use cut of eucalytus! Now they tell you the yield will be affected? All these S chips are all crooks! Where is the ID action? Cry foul that they are not aware of operation risk? Better dont wait - cut before SGX go after the director. It is another horror coming up!!
mushroom production is a very low cost using logs or sawdust, years ago I had a guided tour at he Everbloom mushroom farm in seletar area back then I was curious and interested in food production.
The idea is to get spores from a mushroom and cultivate in sterile petri dish and wait for mushroom mycelium to bloom, then cut and transfer these mycelium to 'carbon energy source' usually sawdust and mushroom will start to sprout after a few weeks. You can use sawdust, plywood, straw or even horse manure (as that is how it's being done to grow button mushroom ) it's fascinating how one can produce food and recycle things like sawdust and horse crap at the same time. The bad news is this is a very low barrier of entry business. Anybody can do it. In rural parts of china and thailand they educate and encourage farmers to grow mushrooms to increase their livelihoods. At the end of the tour I bought my very own mushroom growing kit containing a small block of sterile sawdust with lingzhi mushroom spores, and just spray water everyday after 1-2 weeks mushroom start to grow very easy. One thing when I read about mushroom cultivating years ago it caution using sawdust from oil based trees as "carbon source" or else could run risk of toxic mushrooms. eucalyptus is "oil based" ?
01-08-2012, 12:57 PM
01-08-2012, 04:25 PM
(This post was last modified: 01-08-2012, 04:33 PM by ValueBeliever.)
(05-06-2012, 10:50 AM)sgd Wrote: mushroom production is a very low cost using logs or sawdust, years ago I had a guided tour at he Everbloom mushroom farm in seletar area back then I was curious and interested in food production. From what you are saying is that SGX lack expertise in industrial listing in Chinese IPO, why is it that it clearly spelt out in the prospectus that they are going to grow eucalyptus log and it ended up on issue of possible toxic mushroom. If its true, it will make a mockery of SGX. No wonder we are becoming a nation of idiots! Yamada must be telling this joke time and again over dinner they had with communist party gathering!! haahhhaa I remember also the BioSun case. TMSK smell a rat and dump it overnight after the straits times article wrote as if the con planted by Biosun is a wonder of its kind. How many small time investor died? I can tell you for sure, the press probably feed the story for TMSK to get out? Not easy to sell big stake. A couple of months later, fraud surfaced? I always believe in Karma, those that does it on other, will one day pay in kind. Look at bao now.. http://www.reuters.com/article/2012/08/0...AH20120801 Nobody will ever know the truth? Or the 1 that knows will not want those innocent to bear to know how cost the true will be. Better not know, just speculate on what should have been done right and learn from it is enough. Once the news is out sell, sell, sell.
01-08-2012, 09:40 PM
Property generally goes up ... But biological assets such as logs , abalones etc are really subjective ... Oceanus case - anyone still remembered?
Current yamada case reminiscent of Oceanus dubious case ?
01-08-2012, 09:45 PM
(This post was last modified: 01-08-2012, 09:45 PM by Underdogger.)
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